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Tuesday
22 Sep 2026 · Nº 265
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Signal
Batteries are emerging as the pragmatic backbone of the energy transition—German research shows storage could integrate 150 GW of solar with minimal grid buildout, while new projects like Finland's 125MW/300MWh BESS and Porsche's recycled-cathode cells advance deployment and circularity. Hydrogen, by contrast, is faltering on multiple fronts, with De Nora scaling back gigafactory plans, Hydrogen Europe warning of market damage from a leaked Commission document, and the sector increasingly leaning on energy-security arguments rather than cost competitiveness.
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Hydrogen · EU · Hydrogen Insight
Hydrogen Europe's head has publicly criticised a leaked European Commission document, saying it is already having a negative effect on the hydrogen sector, according to Hydrogen Insight. Industry figures interviewed by the outlet are calling on the Commission to publicly disown the document. The content and status of the leaked text are not fully confirmed, and it is described as a leak rather than an adopted policy.
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Grids Package · DE · El Periódico de la Energía
According to reporting by El Periódico de la Energía, an analysis finds that pairing battery storage with solar could allow roughly 150 GW of photovoltaic capacity to connect to the German grid without significant expansion of the existing network. The figure rests on the cited study; the underlying assumptions and methodology are not detailed in the source.
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Batteries · FI · Energy Storage News
Covenergo and Delta Capacity have started building AKKU One, a standalone 125MW/300MWh battery storage project in Lapinlahti, Finland, Energy Storage News reports. Commissioning is targeted for the fourth quarter of 2027. The 2.4-hour duration positions it for energy-arbitrage and balancing roles in the Nordic market.
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Batteries · DE · battery-news.de
Porsche says it produced battery cells in a pilot project whose cathode active material is sourced entirely from recycled raw materials — lithium, nickel, cobalt and manganese recovered from the carmaker's end-of-life high-voltage batteries, according to battery-news.de. An Aachen-based partner is among those involved. This is a manufacturer pilot announcement; no cell performance data, cycle life, cost or scale-up timeline is provided in the source.
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Industrial Policy · DE · Recharge News
Recharge News reports analyst claims that a change to Germany's offshore wind auction and support design could cut costs by more than $5bn. Separately, Ørsted's chief has argued Germany should lower its offshore wind target and source the remainder from abroad. The specific mechanism and the savings estimate come from the cited analysts and are not government figures.
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Hydrogen · EU · Ammonia Energy Association
In its annual Hydrogen Compass report, the Hydrogen Council reports a pipeline of $130bn and 6.9 million tonnes per year of low-carbon production capacity, of which it says 90% is under construction or operational, per the Ammonia Energy Association. Ammonia accounts for 43% of confirmed offtake. The figures are the industry body's own and reflect its methodology for counting committed capacity.
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Hydrogen · IT · Staffetta Quotidiana
Italian daily Staffetta Quotidiana reports that De Nora is downsizing its planned electrolyser gigafactory. Details on the revised capacity, timeline and reasons are limited in the available source, which is a single-outlet report behind a paywall.
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The morning board
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Ammonia · unabated fossil
Conventional SMR · $/t NWE
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688.25 |
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Ammonia · low-carbon
SMR + CCS · $/t NWE
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738.92 |
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Ammonia · RFNBO
Renewable electrolysis · $/t NWE
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839.16 |
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EUA
EEX primary auction · 2026-09-22 · €/tCO₂
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85.53 |
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DE Baseload
Day-ahead · €/MWh
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226.18 |
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Gas — THE day-ahead (DE hub)
THE day-ahead, German hub (≈ TTF + 1–3 €/MWh) · EEX via Bundesnetzagentur · 2026-09-21 · €/MWh
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74.20 |
Sources: Argus · SMARD.de · EEX · Bundesnetzagentur · IMF · Full board → |
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The summaries in this briefing are generated by an AI system (Art. 50 of Regulation (EU) 2024/1689). Rewire. · Tobias Janning · Rahlstedter Straße 171 · 22143 Hamburg · Legal notice & privacy. You can unsubscribe at any time with the link at the very bottom of this e-mail. For informational purposes only. Not investment, legal, or regulatory advice. No liability assumed. Views are the author's own. |
